Does Bombardier’s California Expansion Reinforce Its Long-Term Manufacturing Ambitions for TSX:BBD.B?

• Bombardier recently inaugurated its newly relocated and expanded component manufacturing facility in Moorpark, California, producing key components for the Global 7500 and Global 8000 business jets and replacing its previous Los Angeles-area operations.
• This expansion strengthens Bombardier’s U.S. manufacturing presence and enhances its production capabilities for advanced, high-performance business jets.
• We’ll explore how Bombardier’s expanded U.S. manufacturing facility supports its investment narrative and long-term growth prospects.

The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

Bombardier Investment Narrative Recap

To be a shareholder in Bombardier, you need to believe in the resilience and growth of the premium business jet market and the company's ability to expand high-margin aftermarket services to drive earnings stability. The recent Moorpark facility inauguration enhances Bombardier’s U.S. manufacturing footprint, but does not materially offset the most immediate risk: ongoing supply chain and inventory management challenges that threaten margin expansion if not addressed.

One recent development closely related to the Moorpark opening is the progress on Bombardier’s new London Biggin Hill paint facility, further underscoring their investment in service and production infrastructure. Expanding operational capacity aims to alleviate service bottlenecks and support growth in high-value recurring revenue, a key company catalyst. Yet, the company’s efforts to balance expansion and operational efficiency highlight...

Read the full narrative on Bombardier (it's free!)

Bombardier's outlook anticipates $10.2 billion in revenue and $980.5 million in earnings by 2028. This scenario assumes a 5.4% annual revenue growth rate and a $531.5 million increase in earnings from the current $449.0 million.

Uncover how Bombardier's forecasts yield a CA$170.60 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have shared 10 fair value estimates for Bombardier, ranging from CA$47.40 to CA$282.37. While many see major upside potential, persistent supply chain and inventory issues remain a key concern that could impact overall performance.

Explore 10 other fair value estimates on Bombardier - why the stock might be worth less than half the current price!

Build Your Own Bombardier Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Bombardier research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Bombardier research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bombardier's overall financial health at a glance.

Interested In Other Possibilities?

Our top stock finds are flying under the radar-for now. Get in early:

• Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.
• Explore 24 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com